Plan Management
"The service of professionals who are dedicated 401(k) plan specialists."
Landmark Advisors first
engages in a plan review and investment analysis, and then makes a
concerted effort to address any issues with the current plan provider.
If an existing plan provider is no longer suited to provide services
to our clients,
Landmark Advisors
provides a thorough screening and analysis of alternative plan
providers' capabilities.
Our team of advisors ensures
an efficient plan provider selection process, and actively monitors each
step of the plan conversion and implementation process.
Landmark Advisors
is a member of National Retirement
Partners. We are located in Minneapolis, Minnesota. We specialize in providing
retirement plan consulting and financial planning
education for plan sponsors and delivering personal retirement
planning for plan participants.
Contact us
today for more information about your
retirement planning needs.
Securities and Investment Advisory
services offered through
Woodbury Financial Services, 500 Bielenberg Drive, Woodbury, MN
55125, (800) 800-2000. Member
FINRA, SIPC and Registered Investment Advisor.
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